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CAPS Replacement - New Portfolio

Sean Kessler

CAPS Replacement
Individual Investor
Ranked #54,151 out of 785,038 TipRanks' Investors
Success Rate
73%
57 out of 78
profitable transactions
Average Return
23.74%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.86%
6-Month Return▲ 13.98%
12-Month Return▲ 21.68%
YTD Return▲ 1.96%
Total Return▲ 69.15%

Best Trade

Opened at
Closed at-
Gain▲ 126.93%

Bio

Medium to long term value investing

Performance

26.04%0-26.04%
▲ 8.13%
▲ 1.21%
▲ 11.93%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 0.48%
Aug 2024
▲ 2.93%
▲ 2.10%
▼ 0.25%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 0.57%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 9.99%
Nov 2024
▲ 5.91%
▼ 2.41%
▼ 7.20%
Dec 2024
▲ 4.65%
▲ 2.69%
▲ 0.33%
Jan 2025
▼ 13.09%
▲ 0.40%
▲ 1.62%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 11.93%
▼ 13.14%▲ 2.34%▼ 0.48%
▲ 2.93%▲ 2.10%▼ 0.25%
▲ 9.99%▼ 0.89%▼ 0.57%
▲ 26.04%▲ 5.96%▲ 9.99%
▲ 5.91%▼ 2.41%▼ 7.20%
▲ 4.65%▲ 2.69%▲ 0.33%
▼ 13.09%▲ 0.40%▲ 1.62%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Heartland Financial USA
▲ 42.69%
2
Close
Jan 31, 2025
UMB Financial
2.62%
▼ 1.32%
1
Open
Jan 31, 2025
Macatawa Bank
▲ 63.43%
2
Close
Aug 02, 2024
Wintrust Financial
3.72%
▲ 31.95%
1
Open
Aug 02, 2024
Salisbury Bancorp
▲ 3.32%
2
Close
Aug 14, 2023
NBT Bancorp
2.84%
▲ 38.60%
1
Open
Aug 14, 2023
Digital Ally
0%
▼ 97.85%
2
Sell
Apr 17, 2023
Cross Timbers Royalty
1.15%
▼ 39.65%
1
Open
Apr 17, 2023
China Index Holdings
▼ 34.69%
2
Close
Apr 14, 2023
One Liberty Properties
2.5%
▲ 31.12%
1
Open
Apr 03, 2023
Safehold
▲ 0.45%
2
Close
Mar 27, 2023
Safehold
1.24%
▼ 28.22%
1
Open
Mar 27, 2023
Crescent Capital BDC
0%
▲ 59.14%
2
Sell
Mar 26, 2023
AllianceBernstein
0%
▲ 25.59%
2
Sell
Mar 26, 2023
Sabine Royalty
2.23%
▲ 12.66%
1
Open
Mar 26, 2023
Essential Properties Realty
2.91%
▲ 42.87%
1
Open
Mar 13, 2023
Affiliated Managers
2.4%
▲ 15.54%
1
Open
Mar 06, 2023
Public Storage
1.99%
▲ 7.52%
1
Open
Mar 06, 2023
Terreno Realty
2.36%
▲ 12.39%
1
Open
Mar 06, 2023
MGIC Investment
4.02%
▲ 89.52%
1
Open
Feb 13, 2023